Basic Information
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Company
Jimmy Ray | FMSA -
Phone
+1 (502) 822-6359 -
Email
jimmyray@jimmyrayfinancial.com -
Website
www.jimmyrayfinancial.com -
Describe How You Would Like To Be Introduced Via Email
investment adviser -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Do you prefer to personally manage your financial affairsโor would you rather delegate? Who do you trust to run major financial decisions by before making them? When's the last time someone reviewed, and stress test your plans to make sure you're still on track? -
Unique Selling Proposition
๐ ๐๐ผ๐ฟ๐ธ ๐๐ถ๐๐ต ๐ฏ๐๐๐ ๐ฝ๐ฟ๐ผ๐ณ๐ฒ๐๐๐ถ๐ผ๐ป๐ฎ๐น๐ ๐ฎ๐ป๐ฑ ๐ผ๐๐ป๐ฒ๐ฟ๐ ๐น๐ผ๐ผ๐ธ๐ถ๐ป๐ด ๐๐ผ ๐ฑ๐ฒ๐น๐ฒ๐ด๐ฎ๐๐ฒ ๐ถ๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐บ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐, ๐ฟ๐ถ๐๐ธ ๐บ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐ ๐ฎ๐ป๐ฑ ๐น๐ผ๐ป๐ด-๐๐ฒ๐ฟ๐บ ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฝ๐น๐ฎ๐ป๐ป๐ถ๐ป๐ด, so they can spend more time doing what they enjoy while still reaching goals with clarity and peace of mind. -
About me
I provide wealth management for busy professionals and owners looking to plan and execute goals, while delegating their investment management, risk management and long-term financial planning. I purposefully limit the number of clients I take on to ensure client's wealth and goals receive the attention and detail they deserve. Visit www.jimmyrayfinancial.com to learn more or look for me on YouTube @jimmyrayfinancial -
Profession
Wealth Management -
Title
Investment Adviser, Financial Planner -
Hobbies and interest
Food | Travel and Road Trips | Scenic and Exploration | Art and Music | Movies | Learning | Nature | Science | Engineering | Cosmos | Business and Entrepreneurship | Technology
Contact Information
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Country
United States -
Facebook Business Page URL
https://www.facebook.com/jimmyrayfinancial/ -
LinkedIn Profile
https://www.linkedin.com/in/jimmyrayfinancial/